19 episodes

Interviewing experts in global markets and investing. Our goal is to help both individuals and institutions realize global market opportunities and the factors that drive them.

Conversations will focus on global market events, trading and investing strategies, risk management, and wealth. We'll also dive into decision making and the psychology behind investing.

This podcast is for educational purposes only, and is not investment advice.

Dantes Outlook Market Podcast Damanick Dantes

    • Business
    • 4.8 • 6 Ratings

Interviewing experts in global markets and investing. Our goal is to help both individuals and institutions realize global market opportunities and the factors that drive them.

Conversations will focus on global market events, trading and investing strategies, risk management, and wealth. We'll also dive into decision making and the psychology behind investing.

This podcast is for educational purposes only, and is not investment advice.

    Russia's Energy Dominance and Implications for Europe

    Russia's Energy Dominance and Implications for Europe

    Today, we explore global energy through the lens of Russia, the world’s largest exporter of oil and gas. And to the west is Europe, which is heavily reliant on Russian gas supplies. According to some estimates, Russia is earning roughly $500 million per day on oil and another $400 million on gas all together.

    But gas flows from Russia to Europe were already declining into the Q4 heating season last year. Flows flattened out earlier this year, and recently ticked downward.

    To help us understand the Russia/EU gas market, we turn to Nadia Kazakova, an analyst at Renaissance Energy Advisors (REA). Nadia is an expert in this field with prior roles at JP Morgan and Saxo Bank. She also provides in depth analysis on operating stats from Gazprom, Russia’s majority state-owned energy company.

    • 26 min
    Commodity Market Update, 2Q 2022

    Commodity Market Update, 2Q 2022

    In this month’s episode I’ll provide a brief outlook for commodity markets from our strategy desk. Oil was the clear winner over the past three months, which accounted for most of the gains in the broad commodity index. Most price signals have extended into overbought territory, although pullbacks could be temporary over the next quarter. Elsewhere, metals have stabilized and oversold signals could present buying opportunities.

    ​​Over the short-term commodity prices should trade at a premium given supply risk and geopolitical issues. Long-term (two-three years), the effects of slowing economic growth as a result of tighter monetary policy and inflation could weigh on commodity prices, especially as recession signals advance.

    • 3 min
    Investing During Geopolitical Conflict and Rising Rates

    Investing During Geopolitical Conflict and Rising Rates

    Dr. Lev Borodovsky, editor of The Daily Shot newsletter returns to the show to help us unpack geopolitical and macroeconomic developments. The threat of rising inflation, slowing economic growth, and conflicts in Russia and Ukraine have kept investors on edge. But over time, markets can adjust to higher volatility as valuations normalize.

    Lev has been busy gathering insight across Wall Street – a great value to our listeners and investors! Make sure to subscribe to The Daily Shot.

    • 25 min
    Carry Trades and Volatility Shocks

    Carry Trades and Volatility Shocks

    Today, we’re talking about volatility. It’s well known that markets ebb and flow, but over the past 25 years or so, there has been a pattern of spectacular rises and crashes. And that comes at the expense of decaying economic growth and central banks becoming the leaders of last resort.

    To understand why this is happening, we turn to Tim Lee, the author of The Rise of Carry.

    • 1 hr 6 min
    Commodity Market Update, 1Q 2022

    Commodity Market Update, 1Q 2022

    Happy new year! In this episode, I'll provide an overview of commodity market performance in Q4 and expectations going forward. The commodity price rally appears to be slowing, which could point to lower returns this year. The copper/gold ratio, a gauge for risk-on/risk-off, is testing resistance similar to 2018, which preceded pullbacks across risk assets including equities and commodities.

    • 3 min
    Venture Capital Investing with Lydia Idem

    Venture Capital Investing with Lydia Idem

    In this month’s episode, we’re joined by Lydia Idem, an investment advisor and venture capital fund manager. Lydia has founded, advised and invested in startups for the past 25 years. And recently, Lydia expanded her portfolio into Africa. We discussed investment trends and how she plans to make a bigger footprint on the continent.

    • 32 min

Customer Reviews

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